Austin-Based Prime Capital Family Office to Focus on Ultra-High-Net-Worth Clients
Prime Capital Financial establishes Prime Capital Family Office with the acquisition of SineCera Capital (SineCera), a boutique wealth management and family office services firm headquartered in Austin, Texas. The launch of this new division is a strategic move by Prime Capital to have a dedicated team focused on serving the unique needs of ultra-high-net-worth (UHNW) families.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250303046576/en/
Founded in 2019 by Kevin A. Kaylakie, CFP®, CPWA®, SineCera has established itself as a leader in delivering curated wealth management and family office solutions. Their deep understanding of alternative investments complements their UHNW service suite, including estate planning, investment management, complex reporting, bill payment, and banking management. SineCera currently advises clients with aggregate assets of $1.55 billion.
“SineCera will be the key to expanding our family office offering,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Their mastery of the UHNW space and commitment to personalized service perfectly align with our mission. This move is strategically aligned with Prime Capital’s focus on expanding our service offerings to meet the unique needs of each of our client segments.”
As part of the transition, Kaylakie will assume the role of president of Prime Capital Family Office. With nearly 20 years of experience, Kaylakie brings a wealth of knowledge in managing complex financial matters for affluent clients.
“Joining forces with Prime Capital Financial is a transformative opportunity for SineCera Capital and our clients,” said Kaylakie. “This partnership allows us to broaden our reach and enhance the tailored services we provide, while maintaining the high level of attention and discretion our clients expect. We look forward to building on our success and contributing to Prime Capital’s continued growth.”
Hue Partners acted as the advisor to SineCera Capital for this transaction.
To learn more about Prime Capital Family Office, please visit: primefinancial.com
To learn more about SineCera Capital, please visit: www.sineceracapital.com
About Prime Capital Financial
Prime Capital Financial (formerly Prime Capital Investment Advisors) provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth services. Through its Prime Capital Retirement services, the firm also provides retirement plan advisory services, as well as plan participant education. Prime Capital Financial currently has 70 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. For more information, visit www.primefinancial.com.
About SineCera Capital
SineCera Capital is an independent wealth management firm, focused on delivering sophisticated investment solutions, independent counsel, and trusted relationships to a select group of high-net-worth clients and family offices. SineCera was founded in 2019 with the goal of creating an environment where high net worth individuals and families could find an independent advocate to stand between them and the droves of salespeople in the financial industry. Headquartered in Austin, TX, SineCera serves clients across the nation as an SEC registered investment advisor.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250303046576/en/
Contacts
Gregory FCA for Prime Capital Financial
Kristen Barbaresi
PrimeFinancial@gregoryfca.com
Phone: 507-269-4187